Paraplanner

1 Days Old

Paraplanner Gwent, South Wales Permanent Contract Salary: Circa 35K (DOE) Our Client We are looking to recruit a Paraplanner to join our clients expanding multi-business group which covers Financial Services and Estate Planning. Job Description The paraplanner is a vital role for our clients team, supporting their financial advisers to deliver consistently high-quality advice and exceptional client service. The ideal candidate will play a key role across all stages of the financial planning journey, from technical research and report writing through to client interaction and adviser support. Whether youre attending client meetings or analysing complex product and investment documentation, no two days will be the same. The Role This is a varied, stimulating, and pivotal position within the business. Depending on your level of experience, responsibilities will include some or all the following: Assisting with all aspects of the financial planning process Producing high-quality suitability reports and supporting documentation Researching and analysing products, investments, and planning strategies Supporting advisers before, during, and after client meetings Dealing with clients by phone and, where appropriate, face-to-face Maintaining accurate client records across our back-office. Preparing and maintaining client files in line with regulatory requirements Take ownership of more complex cases and planning scenarios Act as a technical reference point for advisers and other staff members. Review work produced by others and help maintain quality standards Strong technical knowledge across pensions, investments, protection, and broader financial planning. About you We can consider candidates at different stages of their paraplanning career. You may be earlier on your journey or already operating at a senior technical level. To be suitable for this role, you will need: Relevant financial planning qualifications e.g. Diploma in Financial Planning Strong IT skills, with confidence using Microsoft Word and Excel, and the ability to pick up new systems quickly A high level of attention to detail and a professional, client-focused approach Enjoy working in a fast-paced environment Be a team player as culture is very important for our client Job Types: Full-time, Permanent Work Location: In person

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Location:
Gb
Job Type:
FullTime
Category:
Banking

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